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IMPORTANT: E-U must read this!

Next Friday it’ll be confirmed, the UK will have voted to remain or to leave the European Union. The market reaction will be immediate, aggressive, and likely for a period, sustained. In recent weeks the market has climbed on hopes of a ‘remain’ vote and declined on the potential of a ‘leave’ vote – the…

Has the Brexit tide turned?

The UK referendum tide may have turned following the callous murder of a defenceless pro-Europe MP. Bookies say the event has revived the chances of a ‘Remain’ vote next Thursday. Traditional last-minute decisions by polling-day voters to maintain the status-quo could well intensify. Markets like the UK 100 of UK blue-chip equities and Pound Sterling…

Accendo Press Quotes – Week Ending 17 Jun

17 Jun Ship & Bunker Accendo Markets‘ Mike van Dulken notes: “A Fed worried about a Brexit vote means it sees a potential meaningful impact on US and global growth which is bad for perceived demand for oil. http://shipandbunker.com/news/world/400356-what-does-brexit-mean-for-global-oil-and-bunker-prices Marketwatch Gold dropped below $1,300 despite a softer U.S. dollar after the odds of a Brexit vote fell,…

10 reasons why Oil’s so weak

Oil prices are now 10% from their 2016 highs and the declines have accelerated But why? Below is a selection of possible drivers contributing to prices barrelling south. The list is non-exhaustive, but hopefully covers most of the possible drivers. USD strength The US Dollar basket is testing 95.5 and a hitherto resistant trendline of falling highs…

UK Housebuilders not part of UK Index rebound

The UK Index housebuilders aren’t part of today’s market bounce after Berkeley Group (BLG) suggested that reservations had fallen 20% before the UK votes on whether or not to stay in the EU next week. Although some of this can be explained by a planned reduction in launches in anticipation of the event, the statistic…

LinkedIn (LNKDN) – A Macro-Soft Valuation at $26bn

Shares in professional networking/dating/narcissism website LinkedIn (LNKDN) are called to open around 40% higher at the US open after confirmation it has welcomed a mammoth takeover approach from Microsoft (MSFT) constituting a nigh on 50% premium over Friday’s share price close. Shares in Microsoft were understandably suspended from trading in the lead-up to this bit…

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